Cascadia Advisory Services’s General Dynamics GD Stock Holding History

Cascadia Advisory Services’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$696K	Sell	3,551 -117	-3%	-$22.9K	0.14%	153
2021 Q2	$691K	Sell	3,668 -109	-3%	-$20.6K	0.15%	143
2021 Q1	$686K	Buy	+3,777	New	+$617K	0.15%	142
2020 Q3	$715K	Sell	5,164 -9,777	-65%	-$1.44M	0.2%	138
2020 Q2	$2.23M	Buy	+14,941	New	+$2.11M	0.68%	38

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cascadia Advisory Services's GD Position: Q3 2021 in Review

Cascadia Advisory Services reduced its General Dynamics (GD) stake by 3.2% in Q3 2021, selling an estimated $22.9K and leaving 3,551 shares worth $696K. The position accounts for 0.14% of the portfolio, ranked #153.

Cascadia Advisory Services first reported a position in GD in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.23M in Q2 2020. 1,303 funds tracked by Wall St. Rank hold GD as of Q3 2021.

Cascadia Advisory Services held 3,551 shares of General Dynamics worth $696K as of Q3 2021.
Cascadia Advisory Services sold 117 General Dynamics shares in Q3 2021, an estimated $22.9K.
General Dynamics made up 0.14% of Cascadia Advisory Services's portfolio in Q3 2021, its #153 holding.
Cascadia Advisory Services first reported a position in General Dynamics in Q2 2020 and has held it in 5 quarters since.
Cascadia Advisory Services's General Dynamics position peaked at $2.23M in Q2 2020.
1,303 funds tracked by Wall St. Rank held General Dynamics as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.